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Enhance the disposal data export functionality to include direct marketing and publishing links. Currently, exports only indicate whether a listing has been published or not, but providing the actual URLs would significantly improve usability for marketing teams. This change would streamline workflows, enabling easier access to published materials and faster distribution across platforms.

Under Review

Disposals

Include Marketing/Publishing Links in Disposal Data Exports

Hailey from Kato

I want to be able to create a viewing schedule or tour that allows me to associate multiple properties with the same viewing,I would like this to sync to my preferred calendar (e.g. Outlook/Gmail),So that all my viewings can be stored in Kato, preventing the need to store viewing tours directly in my work calendar.This will centralise my viewing information and improve organisation by keeping everything in one place.

Viewings

Adding multiple Properties to a Viewing

Kato

Users would benefit from the ability to open multiple tabs within the Kato platform simultaneously. For example, having different Disposals open in separate tabs would allow users to efficiently switch between them without losing context. This enhancement would streamline workflows, improve navigation speed, and support multitasking for agents managing multiple listings or tasks concurrently.

Enable Multi-Tab Support for Simultaneous Workflow Navigation

leads coming from the portals if a user sends a lead for multiple properties in a short span of time this isn’t multi requirements, more often than not it is the same requirement with multiple viable options. Rather than Archiving as this feels the wrong workflow there should be ability to merge if not automated.

Requirements

Ability to Merge or auto Merge Requirements

[Deleted User]

Give users the ability to personalise their default tab settings within their user preferences. For example, when accessing the Disposals tab, a user could set their default view to "All Disposals" instead of the current default "My Disposals." This feature would enhance user control and efficiency by reducing the number of clicks needed to reach their preferred working view.

Set Custom Default Views for Dashboard Tabs

Add the same media categories (images, floorplans, brochures, etc.) that exist under Disposals → Media to Advisory → Media, so the two sections are consistent.

Advisory

Improvements to Advisory media tab

Josh from Kato

I would like to be able to publish availability to Linkedin

Ability to publish disposals to LinkedIn

I would like to be able to reuse the recipients of previous email campaigns when sending a new campaign,So that I don’t have to create a new marketing list or manually search for and select applicants each time.

Campaigns

Ability to send Campaigns using list of previous recepients

I would like the ability to merge Properties to allow me to keep an accurate dataset

Property View

Ability to Merge "Properties"

Currently, the description is locked after creation. It would be useful to be able to edit this field to avoid having to delete/clone and start again.<img data-width="100%" data-align="left" data-featurebase-content-key="677c025b2fd48d3056c6372e/post/67fd1db03a6d344530a7724b/019634bb-20b6-72dc-b123-530ffacb0fa3/b64u-aW1hZ2UucG5n.png" src="https://677c025b2fd48d3056c6372e.featurebase-attachments.com/c/post/67fd1db03a6d344530a7724b/019634bb-20b6-72dc-b123-530ffacb0fa3/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=bdca3bb316abdf2d82caefe293e7eca5dbf8bb76c7b2ca32f32eb4ec228ff496" data-featurebase-content-filename="image.png">

Allow editing of the space description after creating

Chris from Kato

I would like a new Requirement status option, "Unsuccessful - Duplicate," for enquiries so that duplicates can be easily identified and tracked.

Planned

Add a new Requirement status "Unsuccessful - Duplicate,"

An Anonymous User

After creating a Disposal, when I got back to define the space (Adding more floor units) I want the Min and Max Size to Auto-populate, So I do not have to calculate this myself. <img data-width="100%" data-align="left" data-featurebase-content-key="677c025b2fd48d3056c6372e/post/67cefabaf7e632dc5ad346cc/01958083-521e-76f3-892e-2740a032b008/b64u-U2NyZWVuc2hvdCAyMDI1LTAzLTEwIGF0IDE0LjQzLjE4LnBuZw.png" data-featurebase-content-filename="Screenshot 2025-03-10 at 14.43.18.png" src="https://677c025b2fd48d3056c6372e.featurebase-attachments.com/c/post/67cefabaf7e632dc5ad346cc/01958083-521e-76f3-892e-2740a032b008/b64u-U2NyZWVuc2hvdCAyMDI1LTAzLTEwIGF0IDE0LjQzLjE4LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=ba52705012bbe658e9abb1f3a1486e5dc4c6bc3820308674573c82a5650bc60f">

Automate the caculation of the min and max size of a Disposal

The customer would like to filter by leases that are occupied by a tenant belonging to a particular sector - as we have in the CRM.

Adding Sector as a filter option in leases

Ability to sort total ascending and descending by all the columns provided : total opens last open total clicks last clicked total downloads etc <img data-width="100%" data-align="left" data-featurebase-content-key="677c025b2fd48d3056c6372e/post/67dda3301d4a02cc38cecd8b/0195b9c3-a273-7126-b67a-25f617594a82/b64u-U2NyZWVuc2hvdCAyMDI1LTAzLTIxIGF0IDE3LjMyLjM2LnBuZw.png" src="https://677c025b2fd48d3056c6372e.featurebase-attachments.com/c/post/67dda3301d4a02cc38cecd8b/0195b9c3-a273-7126-b67a-25f617594a82/b64u-U2NyZWVuc2hvdCAyMDI1LTAzLTIxIGF0IDE3LjMyLjM2LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=37b3ccbe7f5b66067e97c8e14907f7b615d2156bb9c7fbcd321cfa28a9dd177f" data-featurebase-content-filename="Screenshot 2025-03-21 at 17.32.36.png">

Ability to Sort Email Campaign statics by number of clicks, opens

I would like to be able to export a comp Sales and Investment transaction as already possible on Leases

Transactions

Ability to export Comps for Sales & Investment

Aaron from Kato

Rationale: I want to resend the same campaign again.I want to send the same campaign to new recipients.I want to copy the same content but change the property.Suggested solution:Adding a ‘Duplicate Campaign’ button to the actions drop-down, which opens a new campaign and copies the same configuration as the original.<img data-width="100%" data-align="left" data-featurebase-content-key="677c025b2fd48d3056c6372e/post/682c7afd32c7fbb1562ba2d4/0196edbd-29b6-771e-8039-900213091e8f/b64u-aW1hZ2UucG5n.png" src="https://677c025b2fd48d3056c6372e.featurebase-attachments.com/c/post/682c7afd32c7fbb1562ba2d4/0196edbd-29b6-771e-8039-900213091e8f/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=fc3bdf7f0446a65e28d64bdcf73f683cbe1070c83a876d96362dcdccd20b6cd5" data-featurebase-content-filename="image.png">

Function to copy campaigns

We would like to suggest adding a new field to campaigns labeled “Creator”. This would allow us to clearly see who built and scheduled the campaign versus who it was sent from.For example, in the campaign linked below, I (Hailey Good) created the campaign but selected James Allman as the sender. However, when trying to report on or target myself, there’s currently no way to identify that I was the actual creator.Campaign example: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://agents-society.com/#/campaigns/show/2281166">https://agents-society.com/#/campaigns/show/2281166</a> User: Hailey Good

Identifying Campaign Creators vs Senders

Combine the three project tracking elements — Status, Stages, and Probability — into a single functional status. This unified status will be driven by the agency's Kanban requirements and directly updated by advisory teams within the Work-in-Progress framework.

Completed

Combine the three project tracking elements

Fabien Rada

Users to have the ability to delete / archive a Property Record to remove duplicates or errors

Ability to delete / archive a Property Record

Nicole Garcia

Due date will automatically populate instalment date of the transaction. Value of instalment amount should be equal to net fee, if there is no external fee, net fee equals total fee.

Wip/Fees

WIP/Fees/ Due date automatically populate instalment date

Katarina Geletkova

It is currently not possible to search for a contact in the CRM area by typing their last name (surname).

Make it possible to search for a contact by Surname in the CRM area

Najette

Internal fee split toggle always on based on Lead team. This allows us to see all transactions’ split in the export

Exports

WIP/Fees/ Internal fee split toggle always on

Additional option for Source of Contact for LinkedIn enquiries

Add 'LinkedIn' as source of contacts

Currently there is no way of removing the property tenure (To let/For Sale) from the dataroom even when the “Type of disposal” is set to investment.

Datarooms

Ability to toggle on/off the property tenure for Datarooms

James Allman

I would like to be able to associate contact who play the following roles on my Disposal via the management page:<ul><li>Property Manager</li><li>Asset Manager</li><li>Facility Manager</li><li>Flex operator</li></ul>

New roles to add to Disposals

In the Requirement/Find Matches and in the Disposal overview, we need to have an option to filter the disposals that are offering availabilities with “Sublease” property type.

Add option to filter subleases

Please can we have the option to duplicate an archived disposal without needing to reinstate it? It causes issues as we then need to “rearchive” the old one.

Duplicating a disposal

Mark

Help Center

Improved

Fixed

Help to shape our Roadmap

kato

Rejected

Closed

Tasks

Marketplace

Interest Schedule

Availability Schedule

Insights

Shortlist

Property Portal

Atlas

An overview of the fast follow-on improvements, following our deals in progress (interest schedule) release on the 15th July.